Offshore Investing Guide
We understand that preserving and growing your wealth on a global scale presents both unique opportunities and complexities.

Invest Offshore Blog Posts
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Offshore Capital Structure White Paper
The Only Type of Foreign Financial Account that U.S. Persons can use for Deferral of Income and Carried Interest on Capital Overseas This deferred income international retirement plan is formally recognized under the Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), Automatic Exchange of Information (AEoI) and specifically mentioned in Double Tax Agreements…
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Is the U.S. Economy Entering a “Goldilocks” Zone?
Multiple Factors Driving Optimism for Sustained Economic Growth In a video presentation discussing the post-presidential election outlook for the U.S. economy, four senior Legg Mason investment leaders focused on prospects that we may be reaching a “Goldilocks zone:” not too hot, not too cold, but just right. “This is not the start of a new…
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Promised Trump Administration Corporate Tax Cuts Could Unleash Long Overdue Cash Expenditures
“Cash to CAPEX” May be a Major Driver of U.S. Corporate Investment The prospect of lowering U.S. corporate taxes under President Donald J. Trump has raised expectations that companies will use the money saved to expand capital investment (CAPEX), viewed as long-expected and equally long overdue. Legg Mason brought together four senior investment leaders from…
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Debunking 4 Myths About Sustainable Investing
December 19, 2016— Enthusiasm for sustainable investing is surging. Already, more than $8.7 trillion of investment capital is managed using environmental, social and governance (ESG) factors in U.S. markets alone, a 184 percent increase since 2010. This pot of money increasingly includes investments in green infrastructure, renewable energy, affordable housing and more, as well as investments that more…
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Multinational Companies Trending Away From One-Size-Fits-All Approach to Global Long-Term Incentives
Survey shows global companies designing LTI awards that are increasingly performance-based and modified to impact local participants LINCOLNSHIRE, Ill., Dec. 14, 2016 /PRNewswire/ — As the global war for talent heats up, multinational companies are increasingly looking for ways to differentiate themselves, including altering the way they design their long-term incentive (LTI) awards. Aon Hewitt’s Global…
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U.S. Census Bureau Daily Feature for December 12: Rooms at the Inn
WASHINGTON, Dec. 12, 2016 /PRNewswire-USNewswire/ — Following is the daily “Profile America” feature from the U.S. Census Bureau: ROOMS AT THE INN Profile America — Monday, December 12th. Many Americans drive on their vacations, and if they don’t stay with relatives they often stay at one of the nation’s many motels. The term motel came to…
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